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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
226
Engineers Gate Manager
New York
$374K +$380K +13,577 New
RFN
227
RDA Financial Network
Iowa
$368K -$8.39K -300 -2%
SXL
228
Summit X LLC
Missouri
$359K -$6.43K -230 -2%
GT
229
Glenview Trust
Kentucky
$355K
PHK
230
Point72 Hong Kong
Hong Kong
$355K +$360K +12,871 New
Creative Planning
231
Creative Planning
Kansas
$354K +$3.41K +122 +1%
IAIM
232
International Assets Investment Management
Florida
$352K +$352K +12,601 +7,827%
IF
233
Intrua Financial
Texas
$349K +$13.5K +482 +4%
MCC
234
Money Concepts Capital
Florida
$348K +$45.9K +1,642 +15%
FRM
235
Fox Run Management
Connecticut
$341K +$345K +12,348 New
JMPWA
236
JP Morgan Private Wealth Advisors
California
$338K -$44.3K -1,583 -11%
ONB
237
Old National Bancorp
Indiana
$333K -$29.2K -1,046 -8%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$317K +$102K +3,660 +47%
AC
239
Allstate Corporation
Illinois
$316K -$235K -8,389 -42%
KA
240
Kovack Advisors
Florida
$315K -$34.9K -1,249 -10%
QI
241
QS Investors
New York
$313K
CAN
242
Cetera Advisor Networks
California
$312K
JCM
243
Janney Capital Management
Pennsylvania
$303K
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$301K -$47.8K -1,709 -14%
SAM
245
Shell Asset Management
Netherlands
$298K
MA
246
MONECO Advisors
Connecticut
$296K
PCA
247
Personal Capital Advisors
California
$294K +$298K +10,676 New
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$288K +$29.9K +1,069 +11%
BA
249
Bridgewater Associates
Connecticut
$285K +$289K +10,348 New
C
250
Certuity
Florida
$284K +$288K +10,298 New

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.